Portfolio_dashboard

Overview

The Custom Portfolio Dashboard for your Degiro account is an innovative solution developed with Django that simplifies the management of your investment portfolio. With the use of Docker, setting it up becomes a breeze, allowing for quick access to your financial data and performance analytics. The dashboard offers an intuitive interface where users can view their portfolio health, making it an essential tool for both seasoned investors and beginners.

Thanks to the integration with the Degiro API and Yahoo Finance, users can effortlessly fetch and visualize their account data in real-time. This application not only enhances your trading experience but also streamlines data management and reporting, enabling informed investment decisions.

Features

• Easy Setup with Docker: The application allows you to build containers easily with docker-compose, making the deployment process straightforward and clean.

• Accessible Dashboard: Navigate your portfolio seamlessly on a user-friendly dashboard hosted on localhost, providing immediate insights into your investments.

• Real-Time Data Fetching: Integrates with the Degiro API and pulls stock prices from Yahoo Finance, ensuring you have the most current information at your fingertips.

• ETL Process: A smooth Extract, Transform, Load (ETL) process to collect and display your investment data without hassle.

• Postgres Database Integration: Utilizes PostgreSQL for reliable, persistent data storage, ensuring that your information is secure and easily retrievable.

• Customizable User Experience: You can modify environment variables to suit your personal trading needs, allowing for a tailored experience.

• Convenience Commands: The Makefile includes several PHONY commands, simplifying workflow processes and offering quick access to essential functions.

This Custom Portfolio Dashboard is a robust tool that puts the power of investment tracking directly in your hands.